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American Express

2,735 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,012 increasing their positions, 1,036 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2% less repeat investments, than reductions

Existing positions increased: 1,012 | Existing positions reduced: 1,036

1.32% less ownership

Funds ownership: 84.93%83.61% (-1.3%)

12% less funds holding in top 10

Funds holding in top 10: 10794 (-13)

Holders
2,735
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
94
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.18B
Puts
$2.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
2601
Financial Network Wealth Advisors
Utah
$57.5K
RWM
2602
Rialto Wealth Management
New York
$57.5K
RTC
2603
Riverview Trust Company
Washington
$56.1K
CWP
2604
Concord Wealth Partners
Virginia
$55.5K
FCG
2605
Financial Connections Group
California
$54K
TCM
2606
Tradewinds Capital Management
Washington
$52.5K
SA
2607
Scarborough Advisors
Maryland
$52.1K
UBP
2608
Union Bancaire Privee
Switzerland
$51.3K
GA
2609
GoalVest Advisory
New York
$50.8K
CWIG
2610
Chung Wu Investment Group
Texas
$50.2K
MSG
2611
Main Street Group
Virginia
$50K
NWMP
2612
Noble Wealth Management PBC
Colorado
$49.8K
RF
2613
Roxbury Financial
New Jersey
$47.6K
Loomis, Sayles & Company
2614
Loomis, Sayles & Company
Massachusetts
$47.2K
HFS
2615
Hughes Financial Services
Virginia
$46.5K
GWSG
2616
GPS Wealth Strategies Group
Colorado
$46.5K
VWWMG
2617
Vermillion & White Wealth Management Group
Pennsylvania
$46.4K
1NWS
2618
1 North Wealth Services
Maryland
$45.8K
LCM
2619
Logan Capital Management
Pennsylvania
$44.8K
AIA
2620
Aventus Investment Advisors
Florida
$44.5K
WAM
2621
WFA Asset Management
Wisconsin
$43.9K
MAM
2622
Meeder Asset Management
Ohio
$43.2K
FLP
2623
Financial Life Planners
Arizona
$43.2K
CH
2624
Canton Hathaway
Rhode Island
$43K
PG
2625
Proffitt & Goodson
Tennessee
$42.5K